What Data for This Category Looks Like
Data sources for general mixed research reports include public research reports from securities firm research institutes, non-standard reports from third-party industry research institutions, and independently written enterprise industry analysis documents. Update cycles are inconsistent. Securities firms release reports on trading days. Third-party institutions produce reports on demand. Enterprises upload their industry analysis documents irregularly based on business requirements. Documents come in varied structures. These include PDFs with visual charts, plain text Word documents, and files combining structured tables and long-form text. Fields include report number, issuing institution, release date, industry tag, and core data summary. Units for indicators such as revenue and market size are mostly hundreds of millions of yuan or ten thousands of yuan. Data dimensions cover quarterly and annual cycles.
Constraints Imposed by These Characteristics on the Citation Sources and Traceability Link
Multi-source data requires the traceability link to unify metadata mapping rules, to ensure research reports from different sources can be uniformly identified. Inconsistent update cycles require the traceability link’s synchronization logic to adapt to on-demand triggering modes, to avoid ineffective scheduled synchronization tasks. Diverse document structures require the traceability link to support flexible segmentation and anchor positioning, making unified page number markers impractical. Inconsistent field formats require the traceability link to complete standardized metadata conversion, to ensure reference display information is complete and identifiable. Mixed long and short text document structures affect recall block length control. Segmentation parameters must be adjusted to balance context integrity and traceability accuracy.
Configuration Settings
| Configuration Item | Recommended Value Range | Rationale |
|---|---|---|
recallTopK | Top 8-12 results | General mixed research reports have scattered content and diverse sources. A sufficient number of candidate results must be recalled to cover multi-dimensional information |
similarityThreshold | 0.72-0.85 | Text styles of general mixed research reports vary widely. Appropriately lowering the threshold can avoid missing valid sources |
maxChunkSize | 1200-1500 characters | Adapts to the structure of general mixed research reports that include both short paragraphs and long chapters, balancing context integrity and recall accuracy |
sourceMetaMapping | Map "issuing institution, release date, report title" to standard traceability fields | Unifies metadata formats from multiple sources, ensuring traceability information can be accurately identified and displayed |
referenceDisplayType | Display metadata + paragraph offset | Adapts to the characteristic that general mixed research reports lack unified page numbers, using text positions to assist in locating original content |
syncTriggerMode | Trigger on file upload | Adapts to the inconsistent update rhythm of general mixed research reports, avoiding ineffective tasks from scheduled synchronization |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require targeted analysis. It is recommended to test against your own samples before finalizing settings.
Three Common Misconfigurations
- Symptom: After setting
maxContextto 1500 characters, text blocks in the knowledge base that exceed this length are still recalled and cited. Cause: ThechunkOverlapparameter was not configured synchronously. When long text blocks are truncated, complete original metadata is retained. The recall logic only verifies text similarity, not truncated length, resulting in over-limit blocks being included in the reference range. - Symptom: After calling knowledge base retrieval in a workflow and passing results to an AI chat node, the returned reference data is missing or does not meet format requirements. Cause: Metadata was not passed using the standard fields configured in
sourceMetaMapping, or the two required fieldschunkContentandsourceIdwere not included. - Symptom: Knowledge base retrieval returns matching results, but the chat interface only displays a reference list with no corresponding text content. Cause: The
enableSourceContentparameter was not enabled, orreferenceDisplayTypewas configured to only display metadata, resulting in only traceability information being returned instead of original text snippets.
How to Verify Correct Configuration
- Upload a mixed-structure general research report sample, check whether the system’s automatic segmentation results match the
chunkSplitModeconfiguration, and confirm that the segmentation logic is working. - Enter the metadata mapping configuration page, verify whether research report metadata from different sources is correctly mapped to standard traceability fields.
- Initiate a retrieval test, check whether the returned results include the two required fields
chunkContentandsourceMeta, and confirm that the reference data format is compliant. - Check the plugin call parameters in the workflow, confirm that the values of
recallTopKandsimilarityThresholdmatch the configuration table, to avoid parameter mismatches.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.